InGenius Connector Enterprise: CTI for Dynamics CRM March 2013.

InGenius Connector Enterprise:

CTI for Dynamics CRM

March 2013

[email protected] www.InGenius.com 613-591-9002 x3000

InGenius Overview

Proven Experience

• 20 years experience with CTI

• Over 50,000 active CTI users around the globe

• Delivered critical CTI solutions for major enterprise customers

• Support for top enterprise PBX platforms

Reputation for Quality

• Long term OEM partnerships

• TMC 2011 Product of the Year for Unified Communications


InGenius Connector Enterprise (ICE)

• Dynamics CRM Click-to-Dial & Screen-Pop Solution

• Handles both inbound and outbound calling

• Supports detailed call logging and reporting inside Microsoft Dynamics CRM


Why ICE?

Easy to Deploy

No Desktop Install

Deploy ICE in less than an hour to your entire organization and use any browser on any machine.

Easy to Use

Click-to-DialScreen-PopCall Logging

Familiar call control and automated call logging that are fully integrated with the users desk phone.

Easy to Manage

Detailed Call Reports for

Your Process

Out of the box configurable settings enable consistent process reporting across different departments and divisions.


Key Differentiators

• Server based deployment– Avoids the major scaling

problems of desktop solutions

• Includes everything needed to enable CTI– No additional hardware or

software required

• 2nd Generation User Interface– Delivers more value with less

clicks

• All data saved in MS-CRM– Not dependent on IT or other

systems for detailed call reports

• Close relationship with Microsoft– Certified for Microsoft Dynamics

CRM– Joining Early Technology Adapter

Program

• Supports All Deployment Types– Online, On-Prem & Hosted


Easy to Deploy

STEP 1• Enable CTI Users

On Your Switch

STEP 2• Setup Your ICE

Server or VM

STEP 3• Enable CTI for your

Users in Microsoft Dynamics CRM

Windows 2003/2008

• Entire process takes about an hour.

• Installation guidance and support included in purchase price.

• No additional hardware or software is required.


Easy to Use

Integrated GUI Click-to-Dial

Capture Details


Easy to Manage

Map To Your Process

Automatically Capture Consistent Data

Call – Duration, Type, Result, Agent…

Capture – Notes, Follow-ups, Tasks…

Auto-Populate – Subjects, Dates, Times…

Logged Against– Contacts, Leads, Cases…

Contact

[email protected] x3000

mailto:[email protected]

InGenius Connector Enterprise: CTI for Dynamics CRM March 2013.

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